Switch Point Financial Planning, LLC Dimensional ETF Tr Us Marketwi Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 108,489 shares of DFUV stock, worth $4.5 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
108,489Holding current value
$4.5 Million% of portfolio
4.25%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$746 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$446 Million0.67% of portfolio